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WisdomTree US Total Dividend Fund
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Overview Fund Activity

174 hedge funds and large institutions have $494M invested in WisdomTree US Total Dividend Fund in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 57 reducing their positions, and 14 closing their positions.

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
46
Reduced
57
Closed
14
Calls
$2.15M
Puts
$6.37M
Net Calls
-$4.22M
Net Calls Change
+$34.1M

Top Buyers

1
CAN
1
Cetera Advisor Networks
California
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$59.8M
3
PFO
3
Pathstone Family Office
New Jersey
$3.74M
4
LPL Financial
4
LPL Financial
California
$32.4M
5
Bank of America
5
Bank of America
North Carolina
$121M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.11M
2
RWA
2
Rooted Wealth Advisors
Illinois
$504K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$921K
4
Jane Street
4
Jane Street
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$2.32M 38,475 +143 +0.4%
AI
27
Atria Investments
North Carolina
$2.19M 36,414 +4,203 +13%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.19M 36,410 +232 +0.6%
AT
29
Arvest Trust
Oklahoma
$2.15M 35,780 -115 -0.3%
Creative Planning
30
Creative Planning
Kansas
$2.13M 35,441 -4 -0%
CAC
31
Certified Advisory Corp
Florida
$2.13M 35,425 -4,673 -12%
MLA
32
My Legacy Advisors
Oregon
$2.13M 35,542 +555 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$2.11M 35,061 -55,624 -61%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$2.06M 34,282 -770 -2%
TWD
35
True Wealth Design
Ohio
$1.87M 31,089 -3,223 -9%
AC
36
Avant Capital
Louisiana
$1.76M 29,271 +120 +0.4%
Goldman Sachs
37
Goldman Sachs
New York
$1.72M 28,610 +19,145 +202%
AAS
38
Avantax Advisory Services
Texas
$1.68M 27,845 +49 +0.2%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.66M 27,526 +165 +0.6%
LC
40
LCNB Corp
Ohio
$1.64M 27,196 -500 -2%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$1.58M 26,272 +32 +0.1%
SS
42
Sunbelt Securities
Texas
$1.52M 25,318 -5,405 -18%
GW
43
GW & Wade
Massachusetts
$1.52M 25,257 -414 -2%
KIA
44
KLR Investment Advisors
Rhode Island
$1.35M 22,357 -336 -1%
PAG
45
Private Advisor Group
New Jersey
$1.34M 22,317 +1,107 +5%
NA
46
NewEdge Advisors
Louisiana
$1.33M 22,116 -1,393 -6%
MPW
47
MGO Private Wealth
California
$1.31M 21,831 -1,475 -6%
CPRC
48
Consolidated Portfolio Review Corp
New York
$1.3M 21,682 +27 +0.1%
SG
49
Sharper & Granite
California
$1.25M 20,765 -25 -0.1%
CCA
50
Clearwater Capital Advisors
Illinois
$1.23M 20,479 -300 -1%
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